iShares Gold Trust
IAU- 交易所
- NYSE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001278680
近 90 天，iShares Gold Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,916 家機構在 13F 申報持有，市值合計 $291.1 億；沒有大師持有。
2024 年第 1 季 13F 持有人
iShares Gold Trust 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,148
- 較 2023 年第 4 季 +15 家
- 持有股數
- 3.74 億
- 較 2023 年第 4 季 −2,184 萬 (−5.5%)
- 總市值
- $157.2 億
- 較 2023 年第 4 季 +$2.68 億 (+1.7%)
- 新進機構
- 91
- 另有 346 家加碼
- 清倉機構
- 76
- 另有 464 家減碼
另有 19 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IAU 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,916 | $291.1 億 |
| 2026 年第 1 季 | 1,984 | $348.3 億 |
| 2025 年第 4 季 | 1,937 | $355.9 億 |
| 2025 年第 3 季 | 1,713 | $314.9 億 |
| 2025 年第 2 季 | 1,599 | $254.8 億 |
| 2025 年第 1 季 | 1,555 | $240.4 億 |
| 2024 年第 4 季 | 1,418 | $185.8 億 |
| 2024 年第 3 季 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $159.4 億 |
| 2022 年第 4 季 | 1,013 | $148.2 億 |
| 2022 年第 3 季 | 962 | $151.8 億 |
| 2022 年第 2 季 | 1,011 | $170.6 億 |
| 2022 年第 1 季 | 966 | $167.8 億 |
| 2021 年第 4 季 | 986 | $163.3 億 |
| 2021 年第 3 季 | 883 | $159.8 億 |
| 2021 年第 2 季 | 878 | $158.4 億 |
| 2021 年第 1 季 | 956 | $149.9 億 |
2024 年第 1 季持有機構
每家機構持有 iShares Gold Trust 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 19,497 | $81.9 萬 | 0.17% | −400−2.0% | 減碼 |
| RFG Advisory, LLC | 19,380 | $81.4 萬 | 0.03% | −47,006−70.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 19,352 | $81.3 萬 | 0.01% | +2,429+14.4% | 加碼 |
| Dohj, LLC | 19,237 | $80.8 萬 | 0.21% | −652−3.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 19,013 | $79.9 萬 | 0.09% | −520−2.7% | 減碼 |
| IFG Advisory, LLC | 19,012 | $79.9 萬 | 0.06% | +832+4.6% | 加碼 |
| Sheets Smith Wealth Management | 18,944 | $79.6 萬 | 0.09% | +453+2.4% | 加碼 |
| Cascade Financial Partners, LLC | 17,942 | $79.5 萬 | 0.11% | +17,942 | 新進 |
| Narus Financial Partners, LLC | 18,915 | $79.5 萬 | 0.34% | −338−1.8% | 減碼 |
| TAP Consulting, LLC | 18,822 | $79.1 萬 | 0.17% | +18,822 | 新進 |
| Wealth Management Associates, Inc. | 17,928 | $78.8 萬 | 0.37% | +483+2.8% | 加碼 |
| Silver Oak Securities, Inc | 18,696 | $78.5 萬 | 0.12% | −60,105−76.3% | 減碼 |
| EP Wealth Advisors, LLC | 18,635 | $78.3 萬 | 0.01% | +262+1.4% | 加碼 |
| Strategic Financial Concepts, LLC | 18,634 | $78.3 萬 | 0.19% | +377+2.1% | 加碼 |
| Fort Point Capital Partners LLC | 18,487 | $77.7 萬 | 0.11% | +746+4.2% | 加碼 |
| Cardiff Park Advisors, LLC | 18,390 | $77.3 萬 | 0.07% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 18,269 | $76.7 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 18,194 | $76.4 萬 | 0.03% | −1,958−9.7% | 減碼 |
| Natixis Advisors, L.P. | 18,083 | $76.0 萬 | 0.00% | −4,479−19.9% | 減碼 |
| Kornitzer Capital Management Inc | 18,086 | $76.0 萬 | 0.01% | +1,212+7.2% | 加碼 |
| NFP Retirement, Inc. | 17,880 | $75.1 萬 | 0.06% | +17,880 | 新進 |
| Bank of Nova Scotia | 17,671 | $74.2 萬 | 0.00% | −1,349−7.1% | 減碼 |
| Clearstead Advisors, LLC | 16,788 | $74.2 萬 | 0.04% | −376−2.2% | 減碼 |
| Worth Asset Management, LLC | 17,497 | $73.5 萬 | 0.45% | +17,497 | 新進 |
| First National Trust Co | 17,447 | $73.3 萬 | 0.03% | −64−0.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $73.1 萬 | 0.12% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 17,299 | $72.7 萬 | 0.04% | −1,837−9.6% | 減碼 |
| Nations Financial Group Inc, | 17,295 | $72.7 萬 | 0.06% | −917−5.0% | 減碼 |
| S&CO Inc | 17,174 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Crosspoint Financial, LLC | 17,056 | $71.7 萬 | 6.13% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,004 | $71.4 萬 | 0.21% | −333−1.9% | 減碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $70.7 萬 | 0.02% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 16,789 | $70.5 萬 | 0.02% | −40−0.2% | 減碼 |
| United Capital Financial Advisers, LLC | 16,782 | $70.5 萬 | 0.01% | −2,607−13.4% | 減碼 |
| Farther Finance Advisors, LLC | 16,575 | $70.4 萬 | 0.04% | −835−4.8% | 減碼 |
| Wescott Financial Advisory Group, LLC | 16,683 | $70.1 萬 | 0.09% | −595−3.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 16,637 | $69.7 萬 | 0.00% | −1,448−8.0% | 減碼 |
| Titleist Asset Management, LLC | 16,535 | $69.5 萬 | 0.12% | +7,511+83.2% | 加碼 |
| Hanson & Doremus Investment Management | 16,491 | $69.3 萬 | 0.12% | −2,185−11.7% | 減碼 |
| Valicenti Advisory Services Inc | 16,475 | $69.2 萬 | 0.19% | −400−2.4% | 減碼 |
| Savvy Advisors, Inc. | 16,305 | $68.5 萬 | 0.39% | +9,041+124.5% | 加碼 |
| Principle Wealth Partners LLC | 16,000 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 15,912 | $66.8 萬 | 0.39% | +1,000+6.7% | 加碼 |
| Blue Fin Capital, Inc. | 15,508 | $65.1 萬 | 0.15% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 15,489 | $65.1 萬 | 0.04% | +2,300+17.4% | 加碼 |
| Divergent Wealth Advisors, LLC | 15,447 | $64.9 萬 | 0.13% | −191−1.2% | 減碼 |
| Emfo, LLC | 15,304 | $64.3 萬 | 0.59% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 15,284 | $64.2 萬 | 0.06% | −264−1.7% | 減碼 |
| Marmo Financial Group, LLC | 15,241 | $64.0 萬 | 0.39% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 15,085 | $63.4 萬 | 0.23% | 00.0% | 不變 |
| Andina Capital Management, LLC | 15,070 | $63.3 萬 | 0.49% | −2,939−16.3% | 減碼 |
| Tarbox Family Office, Inc. | 15,000 | $63.0 萬 | 0.11% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 14,816 | $62.2 萬 | 0.10% | −1,362−8.4% | 減碼 |
| Dark Forest Capital Management LP | 14,796 | $62.2 萬 | 0.11% | −29,087−66.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 14,770 | $62.0 萬 | 0.02% | −531−3.5% | 減碼 |
| Ellis Investment Partners, LLC | 14,734 | $61.9 萬 | 0.13% | +363+2.5% | 加碼 |
| Intrua Financial, LLC | 14,647 | $61.5 萬 | 0.10% | −1,250−7.9% | 減碼 |
| Mirador Capital Partners LP | 14,625 | $61.4 萬 | 0.12% | −241−1.6% | 減碼 |
| NBC Securities, Inc. | 14,340 | $61.2 萬 | 0.06% | −2,865−16.7% | 減碼 |
| Avaii Wealth Management, LLC | 14,437 | $60.6 萬 | 0.36% | −2,602−15.3% | 減碼 |
| BCJ Capital Management, LLC | 14,331 | $60.2 萬 | 0.05% | +7,989+126.0% | 加碼 |
| Farmers & Merchants Investments Inc | 14,125 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| Old National Bancorp | 14,100 | $59.2 萬 | 0.01% | +7,250+105.8% | 加碼 |
| Access Investment Management LLC | 14,052 | $59.0 萬 | 0.19% | 00.0% | 不變 |
| Nwam LLC | 13,551 | $58.9 萬 | 0.05% | −654−4.6% | 減碼 |
| American National Bank | 13,976 | $58.7 萬 | 0.08% | +5,100+57.5% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,965 | $58.7 萬 | 0.02% | −519−3.6% | 減碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $58.1 萬 | 0.15% | 00.0% | 不變 |
| MONECO Advisors, LLC | 13,722 | $57.6 萬 | 0.09% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,522 | $56.8 萬 | 0.04% | −10,399−43.5% | 減碼 |
| Clarity Financial LLC | 13,412 | $56.3 萬 | 0.09% | +143+1.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 13,349 | $56.1 萬 | 0.05% | +614+4.8% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,332 | $56.0 萬 | 0.01% | +515+4.0% | 加碼 |
| SlateStone Wealth, LLC | 13,324 | $56.0 萬 | 0.06% | −311−2.3% | 減碼 |
| Confluence Investment Management LLC | 13,300 | $55.9 萬 | 0.01% | −366−2.7% | 減碼 |
| Clear Creek Financial Management, LLC | 13,225 | $55.6 萬 | 0.07% | +579+4.6% | 加碼 |
| Authentikos Wealth Advisory, LLC | 13,116 | $55.1 萬 | 0.55% | −1,010−7.1% | 減碼 |
| KKM Financial LLC | 13,090 | $55.0 萬 | 0.27% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 13,076 | $54.9 萬 | 0.15% | −11−0.1% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $54.9 萬 | 0.15% | 00.0% | 不變 |
| Independent Advisor Alliance | 13,058 | $54.9 萬 | 0.02% | −1,805−12.1% | 減碼 |
| Kanawha Capital Management LLC | 12,928 | $54.3 萬 | 0.04% | −6,550−33.6% | 減碼 |
| Ingalls & Snyder LLC | 12,931 | $54.3 萬 | 0.02% | +3,946+43.9% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,913 | $54.2 萬 | 0.06% | −940−6.8% | 減碼 |
| Appleton Partners Inc | 12,866 | $54.1 萬 | 0.04% | +997+8.4% | 加碼 |
| Capital Investment Advisors, LLC | 12,873 | $54.1 萬 | 0.01% | −2,018−13.6% | 減碼 |
| Grove Bank & Trust | 12,868 | $54.1 萬 | 0.09% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 12,841 | $53.9 萬 | 0.14% | −4,192−24.6% | 減碼 |
| Steward Partners Investment Solutions, LLC | 12,839 | $53.9 萬 | 0.09% | +208+1.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $53.7 萬 | 0.17% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 12,710 | $53.4 萬 | 0.09% | −1,581−11.1% | 減碼 |
| BKD Wealth Advisors, LLC | 12,681 | $53.3 萬 | 0.01% | −162−1.3% | 減碼 |
| First Hawaiian Bank | 12,568 | $52.8 萬 | 0.02% | −16,142−56.2% | 減碼 |
| Northcape Wealth Management, LLC | 12,535 | $52.7 萬 | 0.19% | −3,000−19.3% | 減碼 |
| TCW Group Inc | 12,525 | $52.6 萬 | 0.01% | +12,525 | 新進 |
| Community Bank, N.A. | 12,507 | $52.5 萬 | 0.07% | +10+0.1% | 加碼 |
| Sterling Investment Advisors LLC | 12,498 | $52.5 萬 | 0.31% | −214−1.7% | 減碼 |
| Mather Group, LLC. | 13,439 | $52.5 萬 | 0.01% | −45−0.3% | 減碼 |
| Venturi Wealth Management, LLC | 12,480 | $52.4 萬 | 0.03% | −11,429−47.8% | 減碼 |
| Bleakley Financial Group, LLC | 12,436 | $52.2 萬 | 0.02% | −1,448−10.4% | 減碼 |